Sherman Asset Management’s Simon Property Group SPG Stock Holding History

Sherman Asset Management’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6	Closed	-$1.03K	–	172
2024 Q4	$1.03K	Buy	+6	New	+$1.05K	﹤0.01%	157

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sherman Asset Management's SPG Position: Q1 2025 in Review

Sherman Asset Management sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 6 shares — an estimated $1.03K sold.

Sherman Asset Management first reported a position in SPG in Q4 2024 and held it in 1 quarter. The position peaked at $1.03K in Q4 2024. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

Sherman Asset Management reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
Sherman Asset Management sold 6 Simon Property Group shares in Q1 2025, an estimated $1.03K.
Sherman Asset Management first reported a position in Simon Property Group in Q4 2024 and held it in 1 quarter.
Sherman Asset Management's Simon Property Group position peaked at $1.03K in Q4 2024.
1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Sherman Asset Management's 13F filing for Q1 2025, filed 14 Apr 2025.